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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,187 | $54,757-1.0% | $90,300-40.0% | $72,983-25.8% |
| Participation rate | 9.3% | 65.1%-55.8pp | 73.3%-64.0pp | 69.5%-60.2pp |
| Annual return | 27.21% | 30.63%-3.4pp | 78.11%-50.9pp | 81.01%-53.8pp |
| Employer contribution / active EE | $141 | $2,092-93.3% | $2,854-95.1% | $2,440-94.2% |
| Participant deferral / active EE | $896 | $2,887-69.0% | $3,884-76.9% | $3,608-75.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |